LBWM
Left Brain Wealth Management’s Intercontinental Exchange ICE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,479
| Closed | -$1.04M | – | 100 |
|
|
2024
Q3 | $1.04M | Hold |
6,479
| – | – | 0.48% | 44 |
|
|
2024
Q2 | $887K | Sell |
6,479
-387
| -6% | -$53K | 0.41% | 44 |
|
|
2024
Q1 | $944K | Sell |
6,866
-201
| -3% | -$27.6K | 0.46% | 42 |
|
|
2023
Q4 | $908K | Sell |
7,067
-534
| -7% | -$68.6K | 0.52% | 46 |
|
|
2023
Q3 | $836K | Sell |
7,601
-470
| -6% | -$51.7K | 0.52% | 47 |
|
|
2023
Q2 | $913K | Sell |
8,071
-473
| -6% | -$53.5K | 0.56% | 46 |
|
|
2023
Q1 | $931K | Sell |
8,544
-29
| -0.3% | -$3.16K | 0.63% | 45 |
|
|
2022
Q4 | $880K | Buy |
+8,573
| New | +$880K | 0.66% | 37 |
|